James Tyne Moody

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • St. Mary Medical Center
  • College of Court Reporting, Inc. - salary
  • self-employed text book writer

As filed

Trust #1 — Int/Div

First Trust NASDAQ Global Auto Index (CARZ) Mutual Fund — Sold

CERN) Common Stock

The Cushing MLP Premier Fund-A (CSHAX) Mutual Fund

lvy Emerging Markets Equity Fund-A (TPOAX) Mutual Fund — Buy

lvy Emerging Markets Equity Fund-A (TPOAX) Mutual Fund — Sold

Yacktman Focused Sve (YAFFX) Mutual Fund — Sold (part)

Neuberger Berman Multi Cap Opp A INMUAX) Mutual Fund — Sold

RS Low Duration Bond Fund-A (RLDAX) Mutual Fund — Sold (part)

RS Low Duration Bond Fund-A (RLDAX) Mutual Fund — Sold

RS Select Growth Fund-A (RSDGX) Mutual Fund — Buy (add'l)

RS Select Growth Fund-A (RSDGX) Mutual Fund — Sold

SunAmerica Focused Dividend Strategy A (FDSAX) Mutual Fund — Sold

Virtus Premium AlphaSector Fund-A (VAPAX) Mutual Fund — Buy (add'l)

Wells Fargo Advantage Large Cap Core A (EGOAX) Mutual Fund — Sold

Virtus Global Premium AlphaSector A (VGPAX) Mutual Fund — Buy

Virtus Global Premium AlphaSector A (VGPAX) Mutual Fund — Sold

Frst Trust Dorsey Wright Focus 5 E1¥ (FV) Mutual Fund — Buy

PowerShares Buyback Achievers ETF (PKW) Mutual Fund — Buy (add'l)

Vangaurd High Dividend Yield ETF (VYM) Mutual Fund — Buy (add'l)

Vanguard FTSE Europe ETF (VGK) Mutual Fund — Buy

Lord Abbett Bond-Debenture A (LBNDX) Mutual Fund — Buy

Noaprotit Board Member, St. Mary Medical Center

Spouse's income — 2014 — College of Court Reporting, Inc. - salary

Spouse's income — 2014 — self-employed text book writer

Part VIL. Investments and Trusts.

Line 21. Chase Bank (checking and savings accounts - Amaoun - (A) - Type (Interest) - Value (M) - Value Method (T)

Line 22. Centier Bank (checking and savings accounts - Amount (A) - Type (Interest) - Value (K) - Value Method (T)

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

James Tyne Moody | Frix